Dashboard tour
The sidebar, the Overview page, notifications, switching language, and the mobile layout.
The dashboard is built so you can see in a second who needs you today. This page shows you where everything lives.
The sidebar
The sidebar is split into groups, and each person only sees the sections their role allows.
| Group | Sections | Who sees it |
|---|---|---|
| Start | Overview, AI agent | Everyone sees Overview. AI agent is for owners and managers |
| Daily work | Conversations, Leads, Contacts, Tasks | Lead moderators don't see Conversations, and only see qualified leads |
| Catalog | Packages, Services, FAQs, Public page | Owners and managers |
| Manage | Finance, Team | Owners and managers (Finance on Growth and Pro) |
At the bottom you'll find:
- The notifications bell (Notifications).
- Settings: open to everyone, but lead moderators only see their own device settings (notifications and app install).
- The profile card: click it for My account, the language switch, and Log out. Next to it is the button that collapses or expands the sidebar on desktop.
The numbers next to sections
Next to Conversations: chats waiting for your team. Next to Leads: leads still in the Qualified stage that haven't moved on to a proposal. Next to Tasks: tasks that are due or overdue.
Overview
The first page you see. At the top there's a greeting and quick actions: Open inbox, Qualified leads, New package, Test agent. Pick the Period: Today, Last 7 days or Last 30 days.
The top cards (owners and managers):
- New conversations, with the share handled fully by AI.
- Need a human right now.
- Qualified leads in the period.
- Won deals and Collected.
- Active packages.
Below them: the conversations chart (AI agent vs. your team), channels, Lead funnel, Leads by trip type, and lists: Needs your attention, Hot leads, Tasks due today & overdue, and Upcoming departures.
Lead moderators see a different version
They see My qualified leads, Hot leads and Tasks due, without conversation or money figures.
The banner at the top
Owners and managers see a banner across the top of the dashboard when:
- The free trial has 3 days or fewer left, or has ended.
- You've used 80% of your AI conversations, or all of them.
The banner links straight to Settings → Plan & billing. How conversations are counted
Notifications
Click the bell to see recent alerts: a lead was qualified, a chat needs a human, the agent couldn't reply, or plan alerts. Click any notification to open the conversation or lead, or click Mark all read.
To get notifications even when Flyby is closed, turn them on in Settings → Notifications on every device you use. Set up notifications
Switching language
Click the profile card at the bottom of the sidebar and choose العربية. You stay on the same page, now in Arabic. To switch back, choose English.
Dashboard language isn't the agent's language
The dashboard language is only for you and your team. The agent talks to customers in the dialect you set in Persona.
On your phone
- Top: a bar with the page title, a back arrow on detail pages, and the bell.
- Bottom: a tab bar with up to 4 sections depending on your role. Owners and managers: Home, Chats, Leads, Packages. Lead moderators: Home, Leads, Contacts, Tasks.
- More opens the full sidebar.
Tables turn into cards on small screens. For the best experience, install Flyby as an app.